Artwork

เนื้อหาจัดทำโดย Carson Coaching เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Carson Coaching หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
Player FM - แอป Podcast
ออฟไลน์ด้วยแอป Player FM !

Jessica Flynn: Attracting & Retaining Next-Gen Talent

35:33
 
แบ่งปัน
 

Manage episode 412660017 series 3398194
เนื้อหาจัดทำโดย Carson Coaching เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Carson Coaching หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal

What powers the future of financial advisory?

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Flynn, Director of Account Strategy at Intention.ly, about how to better engage the next generation of stakeholders and clients. They navigate through the evolving landscape of financial services, expanding on Jessica's journey from a reluctant start in 2008 to a passionate advocate for next-gen empowerment in finance.

Jessica discusses:

  • The importance of mentorship and guidance in empowering the next generation of financial professionals
  • How we can engage next-gen stakeholders and clients effectively
  • Strategies for enhancing client engagement and building meaningful relationships in the digital age
  • The significance of succession planning and creating opportunities for next-gen leaders within financial organizations
  • The importance of asking for what you want in your career and life
  • How financial advisors and professionals can navigate their career paths, promote personal growth, and embrace change and opportunities effectively
  • The intersection of technology, marketing, and finance in shaping the future of the financial services industry
  • And more

Don't miss out on Jess Flynn's insightful journey and her forward-thinking approach to integrating technology and marketing to redefine success in the financial sector.

Resources:

Connect with Ana Trujillo Limón:

Connect with Jessica Flynn:

About Our Guest:

Jessica Flynn is bold, resourceful and fluent in all things "financial planning." Experienced fintech & marketing consultant. Artful negotiator and true collaborator. Independently responsible for identifying, developing and integrating custom projects that require prioritization and cross-department collaboration. Trusted to identify trends and opportunities within the Financial Services sector, and honing a network of professionals to deliver meaningful change. Continuously increasing levels of responsibility refining strategic partnerships and deepening revenue streams through comprehensive organization-wide solutions and service lines.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

  continue reading

250 ตอน

Artwork
iconแบ่งปัน
 
Manage episode 412660017 series 3398194
เนื้อหาจัดทำโดย Carson Coaching เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Carson Coaching หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal

What powers the future of financial advisory?

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Flynn, Director of Account Strategy at Intention.ly, about how to better engage the next generation of stakeholders and clients. They navigate through the evolving landscape of financial services, expanding on Jessica's journey from a reluctant start in 2008 to a passionate advocate for next-gen empowerment in finance.

Jessica discusses:

  • The importance of mentorship and guidance in empowering the next generation of financial professionals
  • How we can engage next-gen stakeholders and clients effectively
  • Strategies for enhancing client engagement and building meaningful relationships in the digital age
  • The significance of succession planning and creating opportunities for next-gen leaders within financial organizations
  • The importance of asking for what you want in your career and life
  • How financial advisors and professionals can navigate their career paths, promote personal growth, and embrace change and opportunities effectively
  • The intersection of technology, marketing, and finance in shaping the future of the financial services industry
  • And more

Don't miss out on Jess Flynn's insightful journey and her forward-thinking approach to integrating technology and marketing to redefine success in the financial sector.

Resources:

Connect with Ana Trujillo Limón:

Connect with Jessica Flynn:

About Our Guest:

Jessica Flynn is bold, resourceful and fluent in all things "financial planning." Experienced fintech & marketing consultant. Artful negotiator and true collaborator. Independently responsible for identifying, developing and integrating custom projects that require prioritization and cross-department collaboration. Trusted to identify trends and opportunities within the Financial Services sector, and honing a network of professionals to deliver meaningful change. Continuously increasing levels of responsibility refining strategic partnerships and deepening revenue streams through comprehensive organization-wide solutions and service lines.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

  continue reading

250 ตอน

ทุกตอน

×
 
Loading …

ขอต้อนรับสู่ Player FM!

Player FM กำลังหาเว็บ

 

คู่มืออ้างอิงด่วน